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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,811 | $135,645-68.4% | $110,243-61.2% | $135,380-68.4% |
| Participation rate | 90.5% | 83.5%+7.0pp | 79.8%+10.7pp | 82.6%+7.8pp |
| Annual return | -5.12% | 513.24%-518.4pp | 314.76%-319.9pp | 519.81%-524.9pp |
| Employer contribution / active EE | $1,455 | $4,907-70.3% | $3,827-62.0% | $4,779-69.5% |
| Participant deferral / active EE | $4,948 | $5,507-10.1% | $4,672+5.9% | $5,609-11.8% |
| Admin fee / account holder | $12,643 | $11,458+10.3% | $8,548+47.9% | $10,828+16.8% |